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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,790 | $45,087-33.9% | $69,483-57.1% | $72,976-59.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 47.24% | 22.67%+24.6pp | 28.99%+18.2pp | 81.02%-33.8pp |
| Employer contribution / active EE | $3,343 | $2,055+62.7% | $2,780+20.3% | $2,440+37.0% |
| Participant deferral / active EE | $4,603 | $2,603+76.8% | $3,537+30.2% | $3,608+27.6% |
| Admin fee / account holder | $996 | $3,057-67.4% | $3,841-74.1% | $5,124-80.6% |